BALYASNY ASSET MANAGEMENT L.P. BDSX — BIODESIX INC

Ownership history in BALYASNY ASSET MANAGEMENT L.P.  ·  4 quarters on record

AI Ownership Summary

BALYASNY ASSET MANAGEMENT L.P. reported BIODESIX INC (BDSX) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. The latest visible filing shows BDSX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BDSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALYASNY ASSET MANAGEMENT L.P.'s position in BIODESIX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BDSX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BDSX stock page BALYASNY ASSET MANAGEMENT L.P. fund profile BALYASNY ASSET MANAGEMENT L.P. full holdings
How BALYASNY ASSET MANAGEMENT L.P. held BDSX — position size vs. price
% of Fund (quarterly)    BDSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 23.3% +113.2% ❌ 33,017 -10,007 -23.3% 0.00% $225K 2026-02-17 $12.78
2025 Q3 REDUCED 95.0% -9.1% ✅ 43,024 -816,500 -95.0% 0.00% $325K 2025-11-14 $8.00
2025 Q2 ADDED — — — 859,524 +840,352 +4383.2% 0.00% $243K 2025-08-14 (Est.) $7.94
2024 Q4 INITIATED — — — 19,172 — — 0.00% $29K 2025-02-14 $19.70

🏢 Other funds also holding BDSX

As of 2026 Q1 — sorted by position size

Birchview Capital, LP 3Y 7Y 2.37% AIGH Capital Management LLC 3Y 1.5% Telemark Asset Management, LLC 3Y 7Y 0.66% PERKINS CAPITAL MANAGEMENT INC 3Y 7Y 0.61% Opaleye Management Inc. 3Y 7Y 0.45% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.3% Soleus Capital Management, L.P. 3Y 0.24% STEMPOINT CAPITAL LP 0.2% THOMPSON DAVIS & CO., INC. 3Y 7Y 0.11% Legato Capital Management LLC 3Y 7Y 0.05%

FAQ About BALYASNY ASSET MANAGEMENT L.P. and BDSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALYASNY ASSET MANAGEMENT L.P. reported owning BDSX?

BALYASNY ASSET MANAGEMENT L.P. reported BDSX across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BDSX position in BALYASNY ASSET MANAGEMENT L.P.'s portfolio?

The largest reported portfolio weight for BDSX was 0.00% in 2025 Q3.

What is the latest reported BDSX position on this page?

The most recent filing on this page is 2025 Q4, when BALYASNY ASSET MANAGEMENT L.P. reported 33,017 shares, equal to 0.00% of portfolio, with an estimated market value of $225K.

What does the chart on this BDSX ownership page compare?

The chart compares BALYASNY ASSET MANAGEMENT L.P.'s quarterly BDSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BALYASNY ASSET MANAGEMENT L.P. time their BDSX position?

Based on 13F filing dates vs. subsequent BDSX price moves, BALYASNY ASSET MANAGEMENT L.P. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on BDSX relative to SPY over the holding period was -42.5%.

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